The Activity stream & Booking management

Articles

Introduction to the ScheduleOnce Activity stream
Some information in this article is updated to our latest release, which improved the functionality and adjusted its location. To ensure stability, we are releasing this update gradually across accounts.  You can confirm your account's sta...
Filtering the Activity stream
Some information in this article is updated to our latest release, which provided minor updates to Activity stream functionality, adjusted its location, and simplified account navigation. To ensure stability, we are releasing this update gradually ...
Default filters
Some information in this article is updated to our latest release, which provided minor updates to Activity stream functionality, adjusted its location, and simplified account navigation. To ensure stability, we are releasing this update gradually ...
Using the Free text filter
The Free text filter allows you to find specific activities in your Activity stream . To use the Free text filter, type in any information that appears in the details of an activity, such as the name of a Booking page owner , a Customer’s na...
Creating Custom filters
If you often use a specific combination of filters to view activities in your Activity stream , you can save the entire combination as a Custom filter for quick and convenient access.  Custom filters that you have created and saved will only ...
Using Advanced filter options
Advanced filter options allow you to filter activities according to specific parameters. In this article, you'll learn about using Advanced filter options. Using Advanced filter options To view the list of parameters, click the filter box at...
How to share a filtered view of the Activity stream with another Team member
Your Activity stream is where you can view and manage all your activities. The Activity stream shows all Booking, Session package , and Transaction activities that have been created in your account, sorted by last updated date. You can use filter...
Managing bookings from the Activity stream
The Activity stream is the central hub where you can manage all of your booking and payment activities. The Activity stream provides advanced filtering options to give you quick access to the information you require. When you view a specific ac...
Related activities
The Activity stream is the central hub where you can manage all of your booking and payment activity The Activity stream provides advanced filtering options to give you quick access to the information you require. When you view a specific activ...
Understanding ScheduleOnce activity statuses
All bookings follow a lifecycle. Depending on which phase of the lifecycle a booking is in, its scheduling status changes, as do the scheduling actions available to you.  In the Activity stream , bookings are given a status. In the Details...
Session package statuses
Session packages let you offer your Customers the opportunity to schedule multiple sessions at once. This is a great way to entice your Customers to make a longer-term commitment. When scheduling with you, your Customers will pick a number of diff...
Payment transaction types and statuses
ScheduleOnce has partnered with PayPal to offer payment integration through all phases of the booking lifecycle . From the initial booking through to rescheduling and cancellations, you can increase sales, generate additional revenue streams, and r...
Activity IDs
Activity IDs are unique codes generated for each booking, Panel meeting , Session package , and Transaction. Activity IDs are an invaluable tool for organizing and identifying individual activities.  For example, say a Customer calls you and...
Tracking and reporting No-shows
If your Customer didn't show up to a meeting, you may want to keep track of this. This can be done by changing the booking status to No-show . Regardless of whether the booking status is Scheduled , Rescheduled ,   or Completed , &nbs...
Scheduling on behalf of the Customer
If your existing workflow involves making a preliminary phone call with prospects or Customers, you can use ScheduleOnce to schedule the session on behalf of your Customer.  On the call, you can ask your Customer for their preferred time and t...
Mobile admin interface
Important This article is only relevant for Users who created their account before March 2nd 2019 . The Mobile admin interface is not available to Users who created accounts after this date. The Mobile admin interface is available to Schedule...